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shivani GuptaSG
Open to opportunities

shivani Gupta

@shivanigupta7

I drive strategy, operations, and business finance initiatives at Policybazaar.

India
Message

At Policybazaar, I lead strategy and business finance initiatives as an Associate Vice President, following roles in strategy and operations and strategic initiatives.

I've also worked on decarbonization, carbon credit, and policy engagements focused on the EU at Impact Consulting, and supported post-merger organization redesign for a global media conglomerate during my Deloitte Consulting internship.

Earlier at Wipro, I managed financial planning, analysis, and controllership activities for subsidiaries in Argentina and Mexico, including book closure, consolidated reporting, transfer pricing, MIS, and competitive-performance analysis. I'm a Chartered Accountant with an MBA in Finance and Strategy from IIM Lucknow and CFA Level I.

Experience

Work history, roles, and key accomplishments

Policybazaar.com logoPO
Current

Associate Vice President

Apr 2026 - Present (4 months)

Currently serving as Associate Vice President at Policybazaar.com, leading strategic initiatives and business finance functions.

Policybazaar.com logoPO

Senior Manager | Strategy and Ops

Apr 2025 - Mar 2026 (11 months)

Managed strategy and operations at Policybazaar.com, driving key business initiatives and operational improvements.

Policybazaar.com logoPO

Manager Strategic Initiatives

Apr 2023 - Mar 2025 (1 year 11 months)

Led strategic initiatives at Policybazaar.com, focusing on business growth and operational excellence.

Impact Consulting logoIC

Consultant

Nov 2022 - Feb 2023 (3 months)

Worked in Carbon Credit, Decarbonization and Policy Domain focusing on EU

Deloitte Consulting logoDC

Summer Intern

Apr 2022 - May 2022 (1 month)

Part of the Finance & Enterprise Management team under the Strategy Function. Worked on post merger Organization redesign for a global media conglomerate

Wipro Limited logoWL

Senior Finance Executive-Controllership

Aug 2019 - May 2021 (1 year 9 months)

Offshore Financial Controller of two subsidiaries in Argentina and Mexico profile includes monthly book closure, ensuring proper presentation & disclosure of information related to managed subsidiaries in the reported consolidated financials, computation & recording of transfer pricing transactions, analytical review of movements in the statement of Profit and Loss.

Wipro Limited logoWL

Senior Finance Executive-Financial Planning and Analysis

Apr 2018 - Jul 2019 (1 year 3 months)

Preparation of Wipro Service Line Revenue on a monthly and quarterly basis. Sending out MIS to the business Leaders as a monthly activity.
 Analysis of Wipro's competition performance and preparing a deck for the same on a quarterly basis, which is sent out to the top level management.

Sarda Kasat and co logoSC

Article Assistant

Mar 2015 - Mar 2018 (3 years)

Worked as an Article Assistant at Sarda Kasat and co.

Education

Degrees, certifications, and relevant coursework

Indian Institute of Management, Lucknow logoIL

Indian Institute of Management, Lucknow

Master of Business Administration, Finance and Strategy

2021 - 2023

Specialised in Finance and Strategy.

IL

Indian Institute of Management, Lucknow

Master of Business Administration - MBA

2021 - 2023

Specialised in Finance and Strategy

BS

Brest Business School

Exchange Semester, Business Administration

2022 - 2022

TI

The Institute of Chartered Accountants of India

CA, Accounting and Finance

2013 - 2017

CA CPT 77.50%
CA IPCC 66.29%
CA FINAL 59.75% (> 60 % in 4 out of 8 subjects)

The Institute of Chartered Accountants of India logoTI

The Institute of Chartered Accountants of India

Chartered Accountant, Accounting and Finance

2013 - 2017

CA CPT 77.50%, CA IPCC 66.29%, CA FINAL 59.75% (greater than 60% in 4 out of 8 subjects).

DI

Delhi Public School, Indore

Business/Commerce, General

Tech stack

Software and tools used professionally

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